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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,269 | $154,228+134.9% | $145,433+149.1% | $137,256+163.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.03% | 74.59%-61.6pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,235 | $4,804+9.0% | $4,554+15.0% | $4,156+26.0% |
| Participant deferral / active EE | $10,119 | $8,216+23.2% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $10,381 | $14,344-27.6% | $13,129-20.9% | $12,270-15.4% |